MFG
TJAN

MTM Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

MTM Financial Group’s Portfolio TJAN Stock Details TJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Sell
15,083
-900
-6% -$25.1K 0.18% 63
2026
Q1 		$433K Buy
15,983
+572
+4% +$15.6K 0.2% 60
2025
Q4 		$421K Buy
+15,411
New +$418K 0.2% 58

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MTM Financial Group's TJAN Position: Q2 2026 in Review

MTM Financial Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 5.6% in Q2 2026, selling an estimated $25.1K and leaving 15,083 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #63.

MTM Financial Group first reported a position in TJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q1 2026. 24 funds tracked by Wall St. Rank hold TJAN as of Q2 2026.

  • MTM Financial Group held 15,083 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $424K as of Q2 2026.
  • MTM Financial Group sold 900 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2026, an estimated $25.1K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.18% of MTM Financial Group's portfolio in Q2 2026, its #63 holding.
  • MTM Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q4 2025 and has held it in 3 quarters since.
  • MTM Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $433K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.